+37.3%
VZ vs ALAB
+312.6%
-275.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +13.7% | -12.9% | +1.7% |
| 7D | +2.2% | -5.6% | +7.8% | +2.1% |
| 30D | +10.6% | -36.6% | +47.2% | +7.8% |
| 3M | -0.6% | -35.1% | +34.5% | -2.5% |
| 6M | +0.7% | +8.5% | -7.8% | +2.6% |
| YTD | +20.6% | +30.4% | -9.8% | +25.2% |
| 1Y | +22.7% | +31.0% | -8.3% | +27.8% |
| All | +37.3% | +312.6% | -275.3% | +53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALAB.
Daily Out/Under-Performance
Portfolio return minus ALAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALAB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ALAB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling